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ININSM

Insmed Incorporated

$INSM·$21B·Biotechnology·Healthcare
$94.49-3.0%YTD-44.6%1Y-4.1%
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Price updated 14m ago
ININSM
Insmed Incorporated$INSM
$94.49-3.05%0 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

Insmed Incorporated operates as a biopharmaceutical enterprise focused on creating and introducing medical solutions for individuals facing severe and uncommon health conditions. The company's marketed treatment, ARIKAYCE, is administered to adult patients suffering from Mycobacterium avium complex (MAC) lung disease, serving as a component of a broader antibacterial drug regimen. In its development pipeline, Insmed is advancing Brensocatib, an oral and reversible inhibitor targeting dipeptidyl peptidase 1, which is being investigated for its potential in treating bronchiectasis and other disorders mediated by neutrophils. Additionally, the firm is developing Treprostinil Palmitil Inhalation Powder, an inhaled version of the treprostinil palmitil prodrug, designed to address pulmonary arterial hypertension and various other rare lung ailments. Founded in 1988, Insmed Incorporated maintains its primary corporate offices in Bridgewater, New Jersey.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $INSM.

Biotechnology · Healthcare

GLP-1 obesity pipeline competition is the dominant structural driver — the 'next phase' of obesity drugs (oral formulations, differentiated mechanisms) is reshaping clinical bets for NVO competitors. Gene editing (CRSP, BEAM, NTLA, PRME) is transitioning from clinical to commercial-maturation phase with Casgevy scaling; oncology binary events (IBRX, ALLO, KURA) define the near-term calendar.

What this means for $INSM

Neutral — Insmed's rare lung disease treatments (ALIS for MAC lung infection) are in a specialty respiratory niche; GLP-1 obesity competition and gene editing commercial maturation are separate from rare pulmonary infection therapeutics.

See how Biotechnology shapes $INSM

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $INSM's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
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Top industry ETF

$IBBiShares Biotechnology ETF
+1.5%YTD
+34.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-17.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-65.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-138%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-4.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
25.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-130%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
81.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 7, 2026$-0.76$-0.96+21.1%
Q4 2025Feb 19, 2026$-1.54$-1.07-43.9%
Q3 2025Oct 30, 2025$-1.75$-1.33-31.6%
Q2 2025Aug 7, 2025$-1.70$-1.30-30.8%
Next earningsThu, Aug 6·consensus EPS $-0.75

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$306.0M+229.6%83.8%-65.5%$-0.76$-226.2M
Q4 FY25$263.8M+152.6%83.2%-94.6%$-1.54$-294.2M
Q3 FY25$142.3M+52.4%79.4%-257%$-1.75$-222.2M
Q2 FY25$107.4M+18.9%73.9%-291%$-1.70$-209.1M

Forward consensus

5-year forecast · up to 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.7B$1.6B – $1.7B-$2.81-$4.51 – -$2.0415
FY27$2.8B$2.4B – $3.0B$0.44$0.05 – $1.0515
FY28$3.8B$3.8B – $3.8B$3.48$0.56 – $6.6918
FY29$5.0B$4.3B – $5.4B$7.27$5.98 – $8.1111
FY30$6.2B$5.4B – $6.8B$10.25$8.42 – $11.449

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.6%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-21.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-36.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 198.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.775-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Know if $INSM is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 8William LewisCEO6.5K sh$613KSellJun 5Flammer Martina M.d.Chief Medical Officer1.9K sh$193KSellJun 3Roger AdsettCOO2.4K sh$242KSellJun 3Sara BonsteinCFO2.4K sh$246KSellJun 3Smith Michael AlexanderChief Legal Officer2.2K sh$221KSellJun 3William LewisCEO7.6K sh$778KSellJun 3Flammer Martina M.d.Chief Medical Officer2.6K sh$262KSellMay 22Smith Michael AlexanderChief Legal Officer6.1K sh$667KSellMay 18William LewisCEO25.6K sh$2.7MSellMay 14Flammer Martina M.d.Chief Medical Officer10.5K sh$1.2M
1–10 of 18
+ 10 other (6 awards · 4 exempts) in window

See when $INSM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

S-3ASRAuto-shelf registrationMay 15S-3ASR
AI summary

Insmed Incorporated, a large accelerated filer, filed an automatic shelf registration statement (S-3ASR) on May 15, 2026 to register common stock and debt securities for potential future offerings on a delayed or continuous basis under Rule 415, effective immediately upon filing. No specific dollar amount or offering is disclosed; terms will be set in future prospectus supplements. This establishes flexible capital-raising capacity but does not represent immediate dilution or a current offering.

8-KShareholder voteMay 158-K — Item 5.07: Shareholder vote
AI summary

Insmed Incorporated held its 2026 Annual Meeting on May 13, 2026. Elizabeth McKee Anderson (153.7M For) and Clarissa Desjardins, Ph.D. (164.4M For) were elected as Class II directors through 2029; executive compensation received non-binding advisory approval (162.1M For vs. 23.7M Against); and Ernst and Young LLP was ratified as independent auditor for 2026 (190.4M For). Routine annual governance with no material operational changes.

8-KPress release / Reg FDApr 78-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
8-KPress release / Reg FDMar 238-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
8-KOfficer or director changeFeb 198-K — Item 2.02: Earnings release · Item 5.02: Officer or director change
8-KPress release / Reg FDJan 98-K — Item 7.01: Press release / Reg FD
+ 11 other (5 13Gs · 2 proxys · 1 earnings 8-K · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Nasdaq-100 Index® June 2026 Quarterly Changesglobenewswire.com·5d agoInsmed Incorporated (INSM) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcriptseekingalpha.com·7d agoInsmed Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4)prnewswire.com·12d agoInsmed to Present at the 2026 Goldman Sachs Annual Global Healthcare Conferenceprnewswire.com·20d agoInsmed Incorporated (INSM) Presents at RBC Capital Markets Global Healthcare Conference 2026 Transcriptseekingalpha.com·27d ago

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